All-Stars Investment Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), All-Stars Investment Ltd reported 4 stock positions worth $280.2 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 89.9% of the portfolio, followed by PDD (PDD, 6.0%) and iShares Bitcoin Trust ETF (IBIT, 3.2%). Compared with Q1 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale Tal Education Group- ADR (TAL, shares −65%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$280.2M (Q2 2024)
SEC Filing
0001633603-24-000003 ↗ filed Jul 23, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.7M Q1 2024 Q2 2024: $280.2M $280.2M Q2 2024 Q3 2024: $244.1M Q3 2024 Q4 2024: $273.1M Q4 2024 Q1 2025: $324.3M Q1 2025 Q2 2025: $297.9M Q2 2025 Q3 2025: $327.2M Q3 2025 Q4 2025: $267.5M Q4 2025 Q1 2026: $206.1M Q1 2026 Q2 2026: $199.2M Q2 2026

Holdings 4 stocks · $280.2M
YMM Full Truck Alliance -SPN ADR 89.87% 31,319,662 $251.8M Reduce -0.3%
PDD PDD Holdings Inc. 6.03% 127,000 $16.9M No change
IBIT iShares Bitcoin Trust ETF 3.20% 263,000 $9.0M New
TAL Tal Education Group- ADR 0.89% 235,000 $2.5M Reduce -64.6%

Portfolio Sells Q1 2024 → Q2 2024
TAL Tal Education Group- ADR Reduce -64.6% 0.89% −2.11
YMM Full Truck Alliance -SPN ADR Reduce -0.3% 89.87% −1.23

Portfolio Buys Q1 2024 → Q2 2024
IBIT iShares Bitcoin Trust ETF New 3.20% +3.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$199.2MYMM, IBIT, ETHA, GOOG, AVGO
Q1 2026 4$206.1MYMM, IBIT, ETHA, GOOG
Q4 2025 4$267.5MYMM, IBIT, ETHA, PDD
Q3 2025 4$327.2MYMM, IBIT, ETHA, PDD
Q2 2025 3$297.9MYMM, IBIT, PDD
Q1 2025 3$324.3MYMM, IBIT, PDD
Q4 2024 3$273.1MYMM, IBIT, PDD
Q3 2024 3$244.1MYMM, PDD, IBIT
Q2 2024 4$280.2MYMM, PDD, IBIT, TAL
Q1 2024 3$250.7MYMM, PDD, TAL